Joseph Boushelle

Senior Managing Director at Clearstead

Joseph Boushelle has a diverse work experience spanning over several years. Joseph started their career at Prudential Securities, where they worked as a VP in Information Security from an unknown date in 2001 to an unknown date in 2004. Following this, they joined the United States Marine Corps as an Officer from June 1997 to March 2004. In 2005, they joined JPMorgan Chase as an Associate in the Credit Portfolio Group, where they analyzed credit metrics and developed trade ideas for oil and gas companies until May 2007. At the same time, they also worked as a Research Associate in the Internet/Media sector, responsible for financial modeling and publishing research reports until September 2008. Boushelle then joined Ohio PERS as a TMT Analyst in Equities, recommending investment ideas and building industry contacts from September 2008 until an unknown date in 2011. Currently, they work at Clearstead as a Senior Managing Director, overseeing the ClearAccess alternative investment platform and managing a team responsible for due diligence on alternative asset managers.

Joseph Boushelle has a Bachelor's degree in Economics from the University of Chicago. Joseph also has a Master's in Business Administration (MBA) from the Cornell Johnson Graduate School of Management. In addition to their formal education, Joseph has obtained certifications in the field of finance, including the Chartered Alternative Investment Analyst (CAIA) from the CAIA Association and the Chartered Financial Analyst (CFA) from the CFA Institute. The specific years of completion for the degrees and certifications are not provided.

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Timeline

  • Senior Managing Director

    January, 2012 - present